For the eighth year in a row, Greg Miller, CPA, CEO, Portfolio Manager and Co-Founder of Wellesley Asset Management, has been ranked a Top 100 Independent Financial Advisor by Barrons. Announced in the September 20, 2018 edition of The Wall Street Journal, this years ranking list, published by Barrons, marks the fourth time Miller has been Massachusetts top advisor on the annual listing, and the fourth consecutive year he has placed in the top ten nationally, moving up to the #2 spot in the USA for 2018.
President, Portfolio Manager, and Co-Founder of Wellesley Asset Management, Darlene Murphy, CPA, CFP, commented, We are honored to be ranked on Barrons top advisor list and to see Greg Miller receive Massachusetts top ranking again, as well as the number two ranking nationally. My congratulations to my business partner, Greg, to our team of hard-working professionals, and to our clients for their years of loyalty and confidence in our services.
Michael Miller, CFIP, Chief Investment Officer, added, To continually receive such prestigious rankings by Barrons is an impressive accomplishment for Greg and our entire firm. These types of recognitions affirm the confidence we and our clients have in our convertible bond investing strategy which seeks to protect principal while growing wealth in both bull and bear markets.
To be nominated for Barrons Top 100 Independent Investment Advisor listing, advisors must complete an extensive survey about their practice. Barrons rankings are based on three general categories: assets, revenue and quality of practice. Barrons also examines regulatory records, internal company documents, and 100-plus points of data provided by the firm. Investment performance is not an explicit ranking criterion, because the returns experienced by clients are affected by their appetite for risk. Returns, however, come into play indirectly, as assets under management and revenue rise and fall with an advisors ability to deliver results that meet client expectations.
About Wellesley Asset Management, Inc.
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Trusted advisors to a global client base, Wellesley Asset Management (Wellesley) is an SEC registered investment advisory firm with approximately $2.8 billion of regulatory assets under management. The firm specializes in the management of convertible bonds through separately managed accounts, mutual funds and a private fund. Wellesley serves high and ultra-high net-worth individuals, registered investment advisors, institutions, pensions, and other investment professionals. Founded in 1991, by Greg Miller, CPA and Darlene Murphy, CPA, CFP, Wellesley invests in convertible bonds deploying absolute return-seeking strategies. Additional information about the firm is available at www.wellesleyassetmanagement.com.
About The Wall Street Journal and Barrons
The Wall Street Journal has been a trusted name since 1889 for unparalleled analysis and unique reporting of informing decisions that drive the world forward. Winner of 37 Pulitzer Prizes for outstanding journalism, the Journal includes coverage of U.S. and world news, politics, arts, culture, lifestyle and more. Barrons, published by Dow Jones since 1921, is Americas premier financial magazine. It is the trusted financial publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being. The Wall Street Journal and Barrons are registered trademarks of Dow Jones & Company, Inc. All rights reserved.
All investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Rankings should not be viewed as representative of any one clients experience and should not be taken as an indication or guarantee of performance by Wellesley Asset Management (WAM) and any of its clients. Working with a highly ranked advisor does not ensure that a client will experience a higher level of performance or guarantee results.
Regulatory Assets Under Management include the securities portfolios for which WAM provides continuous and regular supervisory or management services. RAUM is calculated for regulatory reporting purposes. Unlike AUM, RAUM includes all gross assets without any deduction for leverage or margin, securities purchased on margin and derivatives. WAMs Assets Under Management (AUM) are approximately $2.5 billion as of June 30, 2018.